EGFIX - Edgewood Growth Fund Class Institutional

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★★★
Year-to-Date Return8.93%
5-Year Average Return14.92%
Number of Years Up12
Number of Years Down1
Best 1 Yr Total Return (Feb 3, 2019)37.19%
Worst 1 Yr Total Return (Feb 3, 2019)-39.14%
Best 3-Yr Total Return37.19%
Worst 3-Yr Total Return-3.73%

Trailing Returns (%) Vs. Benchmarks

ReturnEGFIXCategory
YTD-11.50%-4.79%
1-Month-7.84%-6.48%
3-Month-11.50%-2.33%
1-Year2.05%10.78%
3-Year13.05%13.50%
5-Year13.18%10.04%
10-Year14.99%13.01%
Last Bull Market25.30%25.71%
Last Bear Market-11.92%-17.28%

Annual Total Return (%) History

Year
EGFIXCategory
2020
N/AN/A
2019
34.18%31.90%
2018
2.31%-2.09%
2017
34.82%27.67%
2016
3.57%3.23%
2015
11.59%3.60%
2014
13.50%10.00%
2013
37.19%33.92%
2012
18.72%15.34%
2011
3.73%-2.46%
2010
12.15%15.53%
2009
30.73%35.68%
2008
-39.14%-40.67%
2007
21.52%13.35%
2006
N/A7.05%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-11.50%N/AN/AN/A
201916.36%5.34%-0.03%9.50%
20186.53%7.21%6.46%-15.85%
201713.37%8.54%5.45%3.90%
2016-3.52%-0.85%9.79%-1.38%
20151.92%3.68%-3.64%9.59%
2014-0.64%8.54%0.79%4.42%
20139.54%1.91%8.16%13.63%
201217.12%-5.77%6.83%0.70%
20116.93%0.50%-10.83%8.25%
20100.70%-13.55%18.65%8.58%
20091.30%17.87%8.07%1.31%
2008-7.21%4.53%-14.71%-26.44%
20073.22%8.17%7.22%1.51%
2006-5.75%8.34%4.15%N/A

Rank In Category (By Total Return)

YTD12
1-Month4
3-Month12
1-Year12
3-Year13
5-Year3

Load Adjusted Returns

1-Year2.05%
3-Year13.05%
5-Year13.18%
10-Year14.99%